Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.
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Verified contacts
15
available on Kipplo
LinkedIn employees
16
51 to 200 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- WB
Wayne Barker
Director of Investment Operations · Operations
EmailPhone - AE
Anthony Engrassia
Financial Planner · Finance & Accounting
EmailPhone - CP
Clinton Pelfrey
President & Chief Investment Officer - Institutional Asset Management · Other
EmailPhone - JL
Jason L Smith
Founder CEO · General Business & Management
EmailPhone - JH
Jerry Herman
Co-chair Investment Committee · Other
EmailPhone - LR
Luke Ripienski
Chief Compliance Officer · Legal
EmailPhone - SM
Stan Milovancev
Co-CEO · General Business & Management
EmailPhone
Showing 7 of 15 verified contacts
Top roles at Prosperity Capital Advisors
12 distinct titles indexed · top 10 shown.
- 2co-ceo
- 1chief compliance officer
- 1co-chair investment committee
- 1director of investment operations
- 1financial planner
- 1founder ceo
- 1holistic advisor
- 1investment operations manager
- 1invite wealth management
- 1president & chief investment officer - institutional asset management
- +2more titles
Sign up to unlock all 15 contacts at Prosperity Capital Advisors
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